Pimco
Rate Cuts Ahead, but Inflation Keeps the Fed on a Tightrope
Former Fed Vice Chair Richard Clarida offers a data-driven view of global rate dynamics in PIMCO’s latest Chartbook on Interest Rates.
Policy Outlook: The Fed is expected to cut rates further, though not to post-pandemic lows...
2025-11-14
2025-11-14
Northern Trust
AI Euphoria, Sports Betting Economics, and Japan’s Fiscal Crossroads
Northern Trust’s Weekly Economic Commentary examines three major themes shaping global markets and policy.
Markets & AI: Today’s tech rally echoes the late 1990s, but stronger earnings quality and broader investor partic...
2025-11-14
DWS
Dollar Weakness Looks Cyclical, Not the Start of De-Dollarisation
DWS’s CIO View Special analyses the dollar’s 7% decline this year and argues that recent volatility reflects tactical repositioning rather than a structural erosion of the greenback’s global role.
Cyclical Pressure: FX...
2025-11-13
Blue Bay Asset Management
India’s Growth Momentum Pauses, but Long-Term Fundamentals Remain Intact
This report, authored by Miya Tailor of RBC Global Asset Management, provides on-the-ground insights into India’s economic landscape, exploring its recent slowdown within a broader trajectory of structural growth.
Economic Transition:&...
2025-11-13
NatWest Group
Bank of England Holds Steady
This briefing from NatWest’s Chief Economist team examines the Bank of England’s November decision to pause rate cuts and the implications for the UK’s growth trajectory.
Policy Pause: The Bank Rate held at 4% in a nar...
2025-11-13
Allianz Global Investors
Responsible AI: Balancing Innovation with Integrity for Long-Term Value
Artificial intelligence is transforming economies and industries, but Allianz Global Investors argues that its success depends on embedding environmental, social and governance (ESG) principles throughout the AI value chain.
Framework for Ac...
2025-11-13
Nuveen
Private Real Estate Emerges as a Bright Spot Amid Market Volatility
Nuveen CIO Saira Malik and the Global Investment Committee highlight how private real estate is gaining momentum as public market uncertainty persists amid a U.S. government shutdown and tariff disputes.
Macroeconomic Headwinds: Data di...
2025-11-06
DWS
Resilience Over Efficiency: The Global Shift Reshaping Industrial Policy and Trade
This report, prepared by DWS Investment GmbH’s Global Research team, examines the accelerating transition from globalization to national resilience and its long-term implications for markets and investors.
Governments are prioritizing...
2025-11-06
Blue Bay Asset Management
India’s Growth Momentum
Authored by Miya Tailor of RBC Global Asset Management, this field report provides on-the-ground insights into India’s evolving economic landscape and investment outlook.
Slower capital expenditure and cautious private investment have...
2025-11-05
Janus Henderson
Fed’s October Cut Offers Relief but Signals Tightrope Ahead for Investors
This report by Janus Henderson Investors, led by Daniel Siluk, Head of Global Short Duration and Liquidity, analyzes the U.S. Federal Reserve’s October 2025 decision and its implications for bond markets.
Policy shift: T...
